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iShares Exponential Technologies ETF
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Overview Fund Activity

226 hedge funds and large institutions have $2.32B invested in iShares Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
72
Reduced
70
Closed
19
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$16K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$35.4M
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$40.3M
4
MCM
4
MAI Capital Management
Ohio
$2.03M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$7.96M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$45M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$45M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$2.04M +$427K +8,183 +27%
MCM
52
MAI Capital Management
Ohio
$2.03M +$2.03M +38,831 New
CI
53
CX Institutional
Indiana
$2.02M -$286K -5,475 -12%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$2.02M -$118K -2,265 -6%
VNA
55
Valley National Advisers
Pennsylvania
$1.86M +$203K +3,879 +12%
SM
56
Sweeney & Michel
California
$1.83M +$531K +10,246 +41%
SWIG
57
Strategic Wealth Investment Group
Kentucky
$1.82M +$6.68K +128 +0.4%
EPWM
58
Essex Private Wealth Management
Massachusetts
$1.56M -$57.2K -1,096 -4%
FA
59
FDx Advisors
Illinois
$1.49M +$38.8K +743 +3%
WBG
60
Wharton Business Group
Pennsylvania
$1.43M – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$310K +5,933 +28%
PA
62
PFG Advisors
Arizona
$1.39M +$266K +5,099 +24%
GIA
63
Gladstone Institutional Advisory
Florida
$1.36M +$159K +3,039 +13%
MC
64
Mathes Company
New York
$1.33M – – –
RW
65
REDW Wealth
New Mexico
$1.3M -$22.5K -430 -2%
AAS
66
Avantax Advisory Services
Texas
$1.23M +$181K +3,462 +17%
CPC
67
Consolidated Planning Corp
Georgia
$1.2M -$6.94K -133 -0.6%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.17M -$2.41K -44 -0.2%
CWM
69
Cedar Wealth Management
California
$1.13M – – –
JIP
70
Jaffetilchin Investment Partners
Florida
$1.07M – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$1.03M +$117K +2,236 +13%
GEA
72
Glen Eagle Advisors
New Jersey
$988K -$4.75K -91 -0.5%
HighTower Advisors
73
HighTower Advisors
Illinois
$985K +$100K +1,916 +11%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$977K -$50.2K -962 -5%
SFI
75
SPC Financial Inc
Maryland
$925K +$35.9K +687 +4%
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3
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